CUSIP 25861R204SHILLER CAPE U SCAPEQ4 2025
1 filings · latest Nov 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 3, 2025 | Foundations Investment Advisors, LLC | 13G | 5.1% | 514.5K | SEC |
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Waddell & Associates, LLC | 2.10M | $67.61M |
| 2 | Straightline Group LLC | 1.02M | $33.62M |
| 3 | Walled Lake Planning & Wealth Management, LLC | 841.8K | $27.14M |
| 4 | Foundations Investment Advisors, LLC | 572.0K | $18.44M |
| 5 | Ubs Group AG | 367.9K | $11.86M |
| 6 | Santori & Peters, Inc. | 252.8K | $8.15M |
| 7 | Armor Investment Advisors, LLC | 222.4K | $7.17M |
| 8 | Clear Point Advisors Inc. | 146.6K | $4.72M |
| 9 |
| Hf Advisory Group, LLC |
| 127.4K |
| $4.11M |
| 10 | Main Street Financial Solutions, LLC | 126.3K | $4.07M |